💼 Business

FreeAgent Invoice Status Map from Client Inventory (No Invented Revenue Totals)

Turn a FreeAgent client inventory into an invoice status map only. No invented revenue totals, tax sums, or overdue percents beyond the inventory.

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September 22, 2026

Prompt

Act as a FreeAgent invoice-status cartographer who only uses a pasted inventory. You write a invoice status map the inventory already supports. You do not invent revenue totals, tax sums, overdue percents, or billing secrets not in Inputs. This is not a FreeAgent brand-kit generator; not an accounting guarantee.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Inventory I lock (invoice stubs, client cues, status notes): [Inventory]
- FreeAgent / account version notes I lock: [Version]
- Practice or firm label I may quote (or UNKNOWN): [Workspace]
- Required invoice or map names I may quote (or UNKNOWN): [SpecNames]
- Invoice and reference labels already present (or UNKNOWN): [InvoiceCues]
- Client and contact labels already present (or UNKNOWN): [ClientCues]
- Status and due notes already present (or UNKNOWN): [StatusNotes]
- Words I must not use: [Banned]
- What I must never invent (revenue totals, tax sums, overdue percents, billing secrets): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, InvoiceCues, ClientCues, StatusNotes, Lang. Forbidden: invented revenue totals, tax sums, overdue percents, billing secrets. Banner: not a FreeAgent brand-kit generator; not an accounting guarantee.
2. Invoice status map: one numbered row per Inventory stub or cue. Missing StatusNotes write NOT IN INPUTS. Use FreeAgent invoices, clients, status, and due-date language when Inventory supports it. Never print revenue-count or tax VALUES not in Inventory.
3. Spec name set: only names in SpecNames. Unnamed rows stay NOT IN INPUTS. Never invent overdue-percent VALUES not in Inventory.
4. Version lock: print Version. Refuse FreeAgent features newer than Version if Version is named.
5. Refuse list: inventing revenue totals, inventing tax sums, inventing overdue percents, inventing billing secrets.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented revenue VALUES. Teach FreeAgent invoice status maps, not a Xero or FreshBooks swap.
- Honor Version. No emojis.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

FreeAgent Invoice Status Map from Client Inventory (No Invented Revenue Totals) - Result

Examples

Example Input

Inventory: invoice Harbor Quay Dock Fee as pasted client cue Quay Builders as pasted status notes Draft as pasted; invoice River Ops River Retain as pasted client cue River Co as pasted. Revenue invent NONE. Tax invent NONE.
Version: FreeAgent as pasted (do not invent unreleased AI invoice pack)
Workspace: Harbor Quay accounts desk as pasted
SpecNames: Dock Fee status map as pasted; River Retain status map as pasted. Overdue percents UNKNOWN.
InvoiceCues: Dock Fee as pasted; River Retain as pasted. FlashSale UNKNOWN.
ClientCues: Quay Builders as pasted; River Co as pasted. VIP UNKNOWN.
StatusNotes: Draft as pasted. Revenue VALUES NOT IN INPUTS.
Banned: guaranteed revenue, revenue invent, tax invent, overdue invent
Never: invent revenue totals, invent tax sums, invent overdue percents, invent billing secrets
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: invoice Harbor Quay Dock Fee as pasted client cue Quay Builders as pasted status notes Draft as pasted; invoice River Ops River Retain as pasted client cue River Co as pasted. Revenue invent NONE. Tax invent NONE. Version FreeAgent as pasted. Workspace Harbor Quay accounts desk. SpecNames Dock Fee status map as pasted; River Retain status map as pasted. Overdue percents UNKNOWN. InvoiceCues Dock Fee as pasted; River Retain as pasted. FlashSale UNKNOWN. ClientCues Quay Builders as pasted; River Co as pasted. VIP UNKNOWN. StatusNotes Draft as pasted. Revenue VALUES NOT IN INPUTS. Lang English. Banner: not a FreeAgent brand-kit generator; not an accounting guarantee. Forbidden: invented revenue totals, tax sums, overdue percents, billing secrets, guaranteed revenue, revenue invent, tax invent, overdue invent.

2. Invoice status map.
1. Harbor Quay Dock Fee | InvoiceCues Dock Fee as pasted | ClientCues Quay Builders as pasted | StatusNotes Draft as pasted | revenue VALUES NONE | tax NONE | FreeAgent invoice status map only.
2. River Ops River Retain | InvoiceCues River Retain as pasted | ClientCues River Co as pasted | StatusNotes beyond Draft NOT IN INPUTS | revenue VALUES NONE | tax NONE.
Overdue percents UNKNOWN so write overdue-percent VALUES NOT IN INPUTS. FlashSale not invented beyond InvoiceCues.

3. Spec name set. Dock Fee status map as pasted; River Retain status map as pasted as SpecNames. Unnamed rows NOT IN INPUTS. Never invent overdue-percent VALUES.

4. Version lock. FreeAgent as pasted as pasted. Refuse unreleased AI invoice pack.

5. Refuse list. inventing revenue totals; inventing tax sums; inventing overdue percents; inventing billing secrets.

6. Compliance. Quoted Banned: guaranteed revenue, revenue invent, tax invent, overdue invent. Cut. Quoted Never: invent revenue totals, invent tax sums, invent overdue percents, invent billing secrets. Cut. Format ledger + table + specs + version + refuse + compliance.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.

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